JPMORGAN CHASE FINL CO LLC (AMJB)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
70
Reporting holders
$429.9M
Reported value
0.5%
Of shares outstanding
0.0%
Held as options
+2
Holder change
Institutions report 12,471,324 shares against 2,658,186,195 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | $137.3M | 3,983,296 | 0.17% | 2q | +7.4%+$9.5M |
| JPMORGAN CHASE & CO | $65.7M | 1,907,023 | 0.00% | 10q | -11.8%-$8.8M |
| Equitable Holdings, Inc. | $47.6M | 1,380,520 | 0.28% | 9q | +7.7%+$3.4M |
| KEYBANK NATIONAL ASSOCIATION/OH | $20.7M | 599,629 | 0.07% | 9q | +0.8%+$168.1K |
| LPL Financial LLC | $18.3M | 530,493 | 0.00% | 9q | +4.2%+$733.4K |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $12.6M | 364,721 | 0.70% | 9q | -0.9%-$111.4K |
| NICOLET BANKSHARES INC | $11.0M | 322,369 | 0.35% | 9q | -2.4%-$274.4K |
| Waverly Advisors, LLC | $11.0M | 319,590 | 0.06% | 6q | -9.7%-$1.2M |
| GOLDMAN SACHS GROUP INC | $10.8M | 311,777 | 0.00% | 9q | -8.9%-$1.0M |
| Baird Financial Group, Inc. | $9.4M | 271,646 | 0.01% | 9q | +1.4%+$130.2K |
| FF Advisors,LLC | $7.0M | 203,102 | 2.62% | 9q | +2.3%+$159.4K |
| MAI Capital Management | $6.5M | 189,489 | 0.02% | 9q | +10.5%+$619.2K |
| Vident Advisory, LLC | $5.8M | 167,115 | 0.04% | 7q | -13.9%-$931.3K |
| RPg Family Wealth Advisory, LLC | $5.7M | 165,639 | 0.53% | 2q | +37.4%+$1.6M |
| NOESIS CAPITAL MANGEMENT CORP | $5.4M | 157,497 | 0.65% | 3q | +0.6%+$33.6K |
| Risk Paradigm Group, LLC | $5.2M | 150,358 | 4.07% | 3q | +34.1%+$1.3M |
| LAKE STREET PRIVATE WEALTH, LLC | $4.9M | 142,795 | 0.56% | 9q | -2.9%-$145.4K |
| EVERETT HARRIS & CO /CA/ | $3.4M | 99,310 | 0.04% | 9q | +0.6%+$19.5K |
| Smallwood Wealth Investment Management, LLC | $3.2M | 93,326 | 1.41% | 9q | +1.5%+$49.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.2M | 92,000 | 0.02% | 9q | HELD |
| Argyle Capital Partners, LLC | $2.6M | 74,702 | 1.62% | 4q | +5.8%+$141.3K |
| Americana Partners, LLC | $2.5M | 73,667 | 0.06% | 3q | +3.8%+$92.6K |
| MORGAN STANLEY | $2.2M | 63,569 | 0.00% | 9q | +15.3%+$290.6K |
| My Personal CFO, LLC | $2.1M | 62,084 | 0.84% | 3q | HELD |
| UBS Group AG | $2.1M | 61,845 | 0.00% | 3q | HELD |
| Benchmark Financial, LLC | $1.7M | 48,654 | 1.37% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 42,205 | 0.00% | new | NEW |
| Beckerman Institutional, LLC | $1.4M | 41,857 | 0.69% | 8q | +3.8%+$52.9K |
| HighTower Advisors, LLC | $1.4M | 41,213 | 0.00% | 9q | -11.9%-$191.9K |
| HANCOCK WHITNEY CORP | $1.4M | 40,925 | 0.02% | 9q | -12.9%-$209.7K |
| Wellspring Financial Advisors, LLC | $1.3M | 37,224 | 0.08% | 5q | HELD |
| Kestra Advisory Services, LLC | $1.2M | 35,043 | 0.00% | 9q | +2.1%+$25.2K |
| Regal Investment Advisors LLC | $1.2M | 34,710 | 0.06% | 9q | HELD |
| IFP Advisors, Inc | $1.2M | 34,383 | 0.02% | 9q | -0.9%-$10.3K |
| CURA WEALTH ADVISORS, LLC | $1.1M | 31,143 | 0.46% | 3q | -1.6%-$17.2K |
| WAYSTONE ADVISORS LLC | $911.2K | 26,418 | 0.68% | 3q | -2.9%-$27.0K |
| Creative Planning | $847.6K | 24,575 | 0.00% | 7q | HELD |
| COMMERCE BANK | $708.7K | 20,547 | 0.00% | 9q | -19.8%-$175.0K |
| NewEdge Advisors, LLC | $702.0K | 20,355 | 0.00% | new | NEW |
| Pacific Center for Financial Services | $691.8K | 20,059 | 0.15% | 9q | +1.4%+$9.3K |
| Steward Partners Investment Advisory, LLC | $629.7K | 18,258 | 0.00% | 9q | HELD |
| BANK OF AMERICA CORP /DE/ | $624.6K | 1,810,966 | 0.00% | 6q | HELD |
| Cetera Investment Advisers | $608.7K | 17,648 | 0.00% | 8q | +1.5%+$9.2K |
| EAGLE GLOBAL ADVISORS LLC | $509.4K | 14,770 | 0.02% | 9q | HELD |
| RAYMOND JAMES FINANCIAL INC | $482.8K | 13,999 | 0.00% | 7q | +11.2%+$48.6K |
| North Capital, Inc. | $434.0K | 12,582 | 0.33% | 6q | -1.5%-$6.6K |
| Covenant Asset Management, LLC | $377.8K | 10,955 | 0.06% | 9q | HELD |
| Activest Wealth Management | $323.9K | 9,392 | 0.06% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $313.1K | 9,079 | 0.00% | 8q | HELD |
| Cresset Asset Management, LLC | $303.0K | 8,785 | 0.00% | 5q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $268.3K | 7,698 | 0.00% | 9q | +6.5%+$16.3K |
| Private Capital Management, LLC | $253.3K | 7,343 | 0.02% | 9q | -5.0%-$13.5K |
| Mariner, LLC | $252.6K | 7,324 | 0.00% | 6q | -1.4%-$3.7K |
| AQR CAPITAL MANAGEMENT LLC | $249.5K | 7,235 | 0.00% | 3q | -4.5%-$11.6K |
| Crestwood Advisors Group, LLC | $235.2K | 6,818 | 0.00% | 6q | -54.3%-$279.2K |
| FIRST HORIZON CORP | $212.8K | 6,171 | 0.01% | new | NEW |
| Parallel Advisors, LLC | $195.2K | 5,660 | 0.00% | 3q | -9.9%-$21.4K |
| Avalon Trust Co | $170.6K | 4,945 | 0.01% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $153.3K | 4,444 | 0.00% | 9q | HELD |
| Elequin Capital, LP | $118.2K | 3,427 | 0.00% | 3q | HELD |
| MONTAG A & ASSOCIATES INC | $69.0K | 2,000 | 0.00% | 9q | HELD |
| Rockefeller Capital Management L.P. | $48.5K | 1,407 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $33.5K | 970 | 0.00% | new | NEW |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $32.5K | 943 | 0.01% | 9q | HELD |
| PRIVATE TRUST CO NA | $29.6K | 858 | 0.00% | 9q | HELD |
| ROYAL BANK OF CANADA | $22.0K | 627 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $21.9K | 635 | 0.00% | 2q | +23.1%+$4.1K |
| HARBOUR INVESTMENTS, INC. | $12.0K | 348 | 0.00% | 7q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $2.6K | 75 | 0.00% | new | NEW |
| WOLFF WIESE MAGANA LLC | $1.2K | 35 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $804 | 23,304 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $690 | 20 | 0.00% | 2q | HELD |
| Stonebridge Financial Group, LLC/CA | $417 | 12,108 | 0.06% | new | FIRST |
| Janney Montgomery Scott LLC | $371 | 10,744 | 0.00% | 9q | +8.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 70 | $429.9M | 12,471,324 | 6 | 22 | 19 | 0.0% |
| Q1 2026 | 68 | $420.4M | 12,306,323 | 7 | 23 | 19 | 0.0% |
| Q4 2025 | 67 | $363.1M | 12,132,666 | 11 | 18 | 25 | 0.0% |
| Q3 2025 | 56 | $406.7M | 13,785,658 | 4 | 19 | 22 | 0.0% |
| Q2 2025 | 55 | $368.4M | 12,164,783 | 3 | 21 | 20 | 0.0% |
| Q1 2025 | 60 | $424.9M | 13,693,275 | 8 | 19 | 20 | 0.0% |
| Q4 2024 | 51 | $452.1M | 15,199,841 | 4 | 19 | 14 | 0.0% |
| Q3 2024 | 57 | $591.8M | 20,785,061 | 9 | 16 | 17 | 0.0% |
| Q2 2024 | 54 | $654.6M | 22,596,380 | 52 | 2 | 0 | 0.0% |
| Q1 2024 | 2 | $225.3M | 7,907,145 | 2 | 0 | 0 | 0.0% |